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what are the conditions—for deferred revenues to be recognized over the next few quarters
The rest of the business, which is 60% of the business, you guide it to grow zero
you started with 10% growth in 2Q, and it goes to 5% and now only 1.6%. So there is deceleration
whether there is any correlation between the delays in Tomahawk 6 and your growth
whether the entire market behaves this way now, meaning -- we know tariffs are coming later in the year
Enterprise grew 16% this year. What drives it? Is it just regular growth of data centers? Or do you start to see entries investing because of AI
What we are seeing in every cycle is that when there are constraints, customers start ordering much, much earlier, and that creates big increases in backlog and then declines. How can you manage it?
are there any forward pricing or forward purchase commitments, etc., you can take in order to mitigate the future increase in component pricing?
you didn't have good visibility before for the growth. And the question I'm asking myself is do you have now good visibility going forward?
is there a chance that the margin will also have a gross margin will also have a cycle with revenues? Or what needs to happen for the gross margin to have a similar cycle to revenues?
What are the applications for WaveLogic? Why is it growing? And where do you see it in the network?
What's a good assumption for us for kind of steady state growth ignoring all the mountains and valleys? What's a good assumption for services growth, annual growth?
if the contribution of pluggables is going to go up over the next few years, what needs to happen to offset the margin pressure?
They're under such pressure of spending, and they talk about much lower spending cycle in the next few years. What drives their deployments?
can you discuss verticals like contribution of SMB and trends in SMB, kind of new market opportunities
now you're giving this guidance of of 40% growth in the second half. And the question is, what drives it and how sustainable is it
Why is it causing a divergence? Why isn't it impacting the same way ARR? And just to follow-up on this is why you said that you expect ARR growth to accelerate
the growth from existing customers had gone down, which means there is a decline in the growth in upselling to existing customers
I want to understand how 4Q changes and why wouldn't 4Q be actually better than 3Q?
are you concerned that enterprises -- non-AI customers are buying ahead of time because of supply constraints
Can you drill down and tell us -- you spoke about orders in the prepared remarks. Can you speak about revenue growth
when I look at the sequential growth from Q3 to Q4, it's only 1.4%. So normally, it's 5%, 6%
The rest of the business, which is the majority, $55 billion base for last year, is only growing 3.6%
What are the trends in service revenues, and what should we expect going forward
How much risk is there that this year is a phenomenal year for spending and trends would slow down next year
whether 2025, you think is a peak year. CapEx will likely slow down materially slow down. What happens to Cisco
Splunk was down 11% this quarter year-over-year, maybe my numbers are totally wrong. So if you can clarify what's happening with Splunk
security and observability. It's supposed to accelerate - it accelerated last quarter. Can you talk about the trends this quarter
Very strong gross margin, very strong operating margin this quarter. Talk about the drivers and sustainability of these margins
what is driving this massive growth in orders? And can you elaborate on the areas where you participate in cloud
why are we seeing the growth only outside of the U.S. or less in the U.S.?
why do we see a lag between software? And at the time of refresh, don't companies upgrade their software package as well
do you think you can further grow from this level? Or is the growth rate going to decline substantially because this level reflects kind of the level of the refresh going forward
even before that you only guided growth to 5%. So if that's the case, why don't we see a faster growth rate?
why don't we see growth from new products, new markets, new drivers that you have in the quarter that renewal is weak?
When do you think AI starts to be a meaningful driver or a notable driver to growth?
is there something special in Q1, Q2 that bring things forward, or is it just conservatism that they're not willing now to make a call on second half?
can you separate how much of it is, because of accounting and renewals, and how much of it is because, or because of real growth
How sustainable is 32% growth? Is there an easy comp situation this year that boosts growth, or is there something more fundamental
What are the firewall trends? What drives this 32% growth in secure networking billings, and how sustainable is it?
why is the guidance for next quarter kind of uninspiring. Revenue growth is slightly below the street
Product revenues went up 18%, materially below the street. The street expected about 12%. What are the drivers?
are these displacements of existing vendors, let's say, a customer has Zscaler or Palo Alto and you're displacing them?
What is the margin outlook? And where is the balance between investments and margin upside?
why is -- why are we seeing some lightness in the guidance for the next quarter? Why don't we see the demand coming forward to the next quarter?
Product revenues outperformed so much this quarter And that might be a cycle, a reverse cycle, but the guidance for next quarter, I don't see outperformance
billing for the fourth quarter was better, but billing for the first quarter is weaker. So why is the weakness in bidding?
What's the impact on dilution on margins or free cash flow margins? And then how long does it take to see the synergies
Can you go over kind of what happened to margins this quarter that I saw a little bit of pressure and then what's the outlook for the year
Where do you think you can perform better than you initially thought last quarter, et cetera? Can you give us a little bit of a color on how next quarter is behaving
when you launch a product into China and it's into the New Year's -- the Chinese New Year, et cetera, is first fiscal quarter the strongest quarter?
What are the implications of the decline in Apple? What are the implications on margins? Are they positive or negative?
How do you see the China growth trends when it comes to the domestic market and international markets? What's the outlook from your perspective?
I want to focus on a 20% growth of smartphones and QCT this quarter. And the question is how long will this continue?
the stock is down, but the trends beneath the surface seem very strong. And I'm trying to understand what is driving it
how much of the growth is because of scheduled billing? And how much of the growth is because of new products that are beyond ZIA, ZPA
when you talk about Zero Trust Branch, when you talk about Zero Trust Cloud, practically, what does it mean? What are you selling